PKF O’Connor Davies Shortlisted for 3 Family Wealth Alliance Best in the Industry Awards

October 02, 2018

New York, NY — Family Office Services Division recognized for family office accounting services, superior client experience, and leading a multifamily office.

PKF O’Connor Davies, LLP, the nation's 29th largest accounting and advisory firm, announced today its Family Office Services Division and leadership team have been shortlisted in three categories for the 2018 Best in the Industry Awards presented by The Family Wealth Alliance. The winners of each category will be announced at The Family Wealth Alliance’s Best in the Industry Award Gala held on Oct. 17, 2018, during the Alliance Fall Forum. The Firm has been nominated as a finalist in the following categories: Accounting, CPA or Law Firm Serving Family Offices; Client Experience; Large Multifamily Office (Executive) - Gemma Leddy.

“Our unwavering focus is on providing consistent, superior service to our clients,” said Gemma Leddy, CPA and Partner-in-Charge of PKF O’Connor Davies Family Office. “Thoughtful insights combined with best-in-class tools are at the heart of the experience we provide the families we serve. We’re proud to be recognized by The Family Wealth Alliance for our unique approach to meeting client needs.”

The Firm was recognized for the accounting services it offers family offices, providing greater visibility and deeper insights into a family’s operations, investments and philanthropy. In addition, it was shortlisted for its approach to the client experience, which is backed by a full- service public accounting and advisory firm and industry-leading fund administration and accounting software. Leddy, whose vision and leadership has driven the Firm in expanding its family office services, was also nominated in the Large Multifamily Office Executive category.

“Because of the role The Alliance plays within the family wealth industry, we have enjoyed a unique vantage point from which to identify the trailblazers among us,” commented Thomas R. Livergood, Family Wealth Alliance Founder and Chief Executive Officer. He added, “In our 15th anniversary year, this Awards Gala is our opportunity to honor these leaders and celebrate their many contributions to our evolving industry.”

PKF O’Connor Davies Family Office provides a full range of family office, accounting, tax, administration and advanced planning services to high-net-worth individuals, families and their closely held businesses in the United States and abroad. The Firm’s single point-of-entry model captures the entire universe of holdings and transactions for a family, and provides customized reporting based on family needs.

PKF O’Connor Davies has nine offices in four states and continues to expand through organic growth and acquisitions in the Northeast and Washington, D.C. region. It’s supported this growth with a strategic combination of promoting from within coupled with tactical external hires.

About PKF O’Connor Davies, LLP

PKF O’Connor Davies, LLP is a full service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, nine offices in New York, New Jersey, Connecticut and Maryland, and more than 700 professionals, led by over 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.

PKF O’Connor Davies is ranked number 29 in Accounting Today’s 2018 “Top 100 Firms” list and the Firm is also recognized as a “Leader in Audit and Accounting,” a “Pacesetter in Growth” and one of the “Top Firms in the Mid-Atlantic.” PKF O’Connor Davies is ranked number 28 in INSIDE Public Accounting’s 2017 “Top 100 Firms” list and recognized as one of the “Top Ten Fastest-Growing Firms." In 2017, PKF O'Connor Davies was named one of Vault's Accounting 50, a ranking of the 50 best accounting employers to work for in North America and ranked among the top 50 most prestigious accounting firms in America in a complementary Vault survey. The Firm is the 11th largest accounting firm in the New York Metropolitan area, according to Crain’s New York Business, and the 11th top accounting firm in New Jersey according to NJBiz’s 2017 rankings.

By consistently delivering proactive, thorough and efficient service, PKF O'Connor Davies has built long-lasting, valuable relationships with its clients. Partners are intimately involved in the day-to-day management of engagements, ensuring a high degree of client service and cost effectiveness. The Firm’s seasoned professional staff members employ a team approach to all engagements to provide clients with the utmost quality and timely services aimed at helping them succeed. Continuity of staffing and attention to detail in all client engagements make the Firm stand out among its competitors.

PKF O’Connor Davies is the lead North American representative of the international association of PKF member firms. PKF International is a network of legally independent member firms providing accounting and business advisory services in over 400 locations in 150 countries around the world. With its tradition, experience and focus on the future, PKF O’Connor Davies is ready to help clients meet today’s ever-changing economic conditions and manage the growing complexities of the regulatory environment. For more information, visit www.PKFOD.com.

PKF O’Connor Davies, LLP is a full service certified public accounting and advisory firm with more than 700 professionals, led by over 100 partners, the Firm provides a complete range of accounting, auditing, tax and management advisory services.